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AMT AMERICAN TOWER CORP /MA/

Trailing twelve months to 2026-03-31 · as filed 2026-04-28, not restated
Real Estate

Scale

Market cap
$81.3bn
Revenue TTM
$926m
Net income TTM
$3.0bn
Free cash flow
$3.8bn
Composite score
57.3
Sector rank
#155

Valuation

P / E
27.0
EV / EBITDA
11.5
EV / sales
86.0
FCF yield
4.64%
Earnings yield vs 10-yr
-1.03pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
324.9%
EBITDA margin
745.0%
ROE
85.4%
ROIC
252.4%
Revenue growth
-70.7%

Insider activity, last 90 days

Net open-market
$-0.70m
Buyers
1
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Accordingly, the vast majority of the revenue generated by our property operations during the six months ended June 30, 2026 was recurring revenue that we should continue to receive in future periods. In addition, certain of our tenant leases provide for additional revenue primarily to cover costs (pass-through revenue), such as ground rent or power and fuel costs. During the six months ended June 30, 2026, churn was approximately 5% of our tenant billings, primarily driven by churn due to one of our U.S. customers, DISH Wireless L.L.C., a subsidiary of DISH Network Corporation (“DISH”) in our U.S. & Canada property segment, as discussed below. …AMERICAN TOWER CORP /MA/, 10-Q, period ended 2026-06-30, filed 2026-07-28

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